Marcum Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Marcum Wealth, LLC
- $1.14 Billion
- Q1 2025
A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Marcum Wealth, LLC holds 35,500 shares of DFUV stock, worth $1.45 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
35,500
Previous 35,376
0.35%
Holding current value
$1.45 Million
Previous $1.45 Million
0.28%
% of portfolio
0.13%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio